We Are the Boring, Stable, Contracted Cash People | Torbjorn Caesar, Actis

No technology risk, locally consumed output, and a deliberate insulation from daily headlines. Book Ian for your event → iankhan.com | booking@iankhan.com SUMMARY Torbjorn Caesar chairs Actis. He explains why locally consumed infrastructure is less volatile than assets exposed to trade policy, why the world still depends on second industrial revolution electrification, and where falling battery prices and solid state could change the calculus. KEY FINDINGS • Tariff volatility driving daily market noise • Locally consumed output reducing exposure to that volatility • Still depending on second industrial revolution electrification • A deliberate position of taking no technology risk • Contracted, stable cash flows as the model • Battery price points continuing to fall • What solid state batteries would change, and when NOTABLE QUOTES "We are the boring, stable, contracted cash people, so we don't take technology risk." — Torbjorn Caesar GUEST Torbjorn Caesar, Chairman & Senior Partner, Actis FULL TRANSCRIPT iankhan.com/futurist/torbjorn-caesar-actis-infrastructure Recorded at the Future Investment Initiative, Riyadh, for The Futurist. ──────────────────── ABOUT IAN KHAN — AI KEYNOTE SPEAKER Most AI keynotes end with a better understanding. Mine end with a measured readiness score and a ninety-day plan. Your leadership team is assessed before the event, the room sees its own collective result live, and every attendee leaves with a ninety-day plan they helped build. Every year I